Skip to main content
Version: Current

Configuring Assignee Validation

Ensure documents are properly assigned before processing continues by enabling the Assignee Validation rule. This guide explains how to configure this validation to enforce your team's assignment workflows.

Best practices​

  • Clearly define user responsibilities for document assignment within your team.
  • Use this validation alongside clear workflow steps communicated to your users.
  • Set a realistic minimum number of assignees required (often just one).

Understanding Assignee Validation​

The Assignee Validation is an extension that acts as a check before a document can proceed, typically before submission. When enabled, it verifies if a minimum number of users have been assigned to the document.

If the condition isn't met (e.g., no user is assigned when at least one is required), Zudello will prevent the user from submitting the document and display a validation error message, prompting them to assign the required user(s).

Enabling the Validation​

Assignee Validation is configured per Document Type:

  1. Navigate to Settings via the company menu.
  2. Click Document Types in the left sidebar.
  3. Select the Document Type you want to enforce assignee validation on (e.g., Purchase Invoice, Expense Claim).
  4. Click Edit.
  5. Go to the Extensions tab.
  6. Find the Assignees add on extension in the list.
  7. Turn on the toggle to enable the extension.
  8. In the configuration options for the extension, set the Min assignees required value (e.g., enter 1 to require at least one user to be assigned).
  9. Click Update to save the changes.

Repeat these steps for any other Document Types where mandatory assignment is required.

User Experience​

When this validation is active, if a user attempts to Save and submit a document without meeting the minimum assignee requirement, they will encounter a validation error. The error message will indicate that assignees are required, preventing submission until the condition is met. Users can assign colleagues using the assign icon in the document header or list view.

For more details on assigning users, see How do I assign users?.

Need help?​

Contact your organisation administrator or Zudello support for assistance with configuring validation rules.